Civic Intelligence

Treacy Foundation

990PF • Fiscal year 2023 • EIN 81-0270257

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 18, 2024

Organization Profile
PO Box 1479Helena, MT 59624

(406) 443-3549

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

24th percentile

0.03x

Higher debt load relative to revenue than 24% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Net Margin

9th percentile

-63%

Higher net margin than 9% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

23rd percentile

$62,600

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2023 filings • $25M-$50M nonprofits • Source year 2023

Asset Growth

21st percentile

-2.4%

Faster asset growth than 21% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-73%

Faster revenue growth than 4% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$39,493,819

Down $966,960 (-2.4%) from 2022

Net Assets

Down

$39,443,409

Down $1,015,693 (-2.5%) from 2022

Liabilities

Up

$50,410

Up $48,733 (+2906%) from 2022

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin9th percentile

Revenue

Down

$1,579,163

Down $4,289,699 (-73%) from 2022

Expenses

Up

$2,579,637

Up $290,450 (+13%) from 2022

Net Income

Down

-$1,000,474

Down $4,580,149 (-128%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2010: $32,964,790Liabilities 2010: $1,229Net Assets 2010: $32,963,5612010Assets 2011: $32,968,749Liabilities 2011: $1,2252011Assets 2012: $33,392,155Liabilities 2012: $1,375Net Assets 2012: $33,390,7802012Assets 2013: $33,910,297Liabilities 2013: $1,603Net Assets 2013: $33,908,6942013Assets 2014: $34,156,347Liabilities 2014: $1,607Net Assets 2014: $34,154,7402014Assets 2015: $34,099,305Liabilities 2015: $1,596Net Assets 2015: $34,097,7092015Assets 2016: $33,881,458Liabilities 2016: $2,164Net Assets 2016: $33,879,2942016Assets 2017: $36,877,181Liabilities 2017: $2,023Net Assets 2017: $36,875,1582017Assets 2018: $36,640,821Liabilities 2018: $1,876Net Assets 2018: $36,638,9452018Assets 2019: $36,995,925Liabilities 2019: $1,872Net Assets 2019: $36,994,0532019Assets 2020: $36,709,534Liabilities 2020: $20,264Net Assets 2020: $36,689,2702020Assets 2021: $36,888,345Liabilities 2021: $3,554Net Assets 2021: $36,884,7912021Assets 2022: $40,460,779Liabilities 2022: $1,677Net Assets 2022: $40,459,1022022Assets 2023: $39,493,819Liabilities 2023: $50,410Net Assets 2023: $39,443,4092023Assets 2024: $42,018,509Liabilities 2024: $1,569Net Assets 2024: $42,016,9402024

Highlighted filing

2023

Assets$39,493,819
Liabilities$50,410
Net Assets$39,443,409
Open 2023 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $738,3472010Revenue 2011: $1,596,602Expenses 2011: $1,282,993Net Income 2011: $313,6092011Expenses 2012: $1,616,7742012Revenue 2013: $2,571,178Expenses 2013: $2,031,991Net Income 2013: $539,1872013Revenue 2014: $2,359,424Expenses 2014: $2,105,689Net Income 2014: $253,7352014Revenue 2015: $2,083,474Expenses 2015: $2,125,505Net Income 2015: -$42,0312015Revenue 2016: $2,041,349Expenses 2016: $2,259,764Net Income 2016: -$218,4152016Revenue 2017: $5,107,169Expenses 2017: $2,113,469Net Income 2017: $2,993,7002017Revenue 2018: $2,200,439Expenses 2018: $2,434,856Net Income 2018: -$234,4172018Revenue 2019: $2,692,176Expenses 2019: $2,300,420Net Income 2019: $391,7562019Revenue 2020: $2,079,424Expenses 2020: $2,393,267Net Income 2020: -$313,8432020Revenue 2021: $2,603,734Expenses 2021: $2,392,857Net Income 2021: $210,8772021Revenue 2022: $5,868,862Expenses 2022: $2,289,187Net Income 2022: $3,579,6752022Revenue 2023: $1,579,163Expenses 2023: $2,579,637Net Income 2023: -$1,000,4742023Revenue 2024: $5,302,148Expenses 2024: $2,728,617Net Income 2024: $2,573,5312024

Highlighted filing

2023

Revenue$1,579,163
Expenses$2,579,637
Net Income-$1,000,474
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 18, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIKE COONEYExecutive DirectorFT$62,600-$62,600
KIMMY SKIFTUNVice Chair-$4,200-$4,200
MICHELE BAZZANELLATrustee-$3,850-$3,850
KELLY O'CONNELLSecretary/Treasurer-$2,600-$2,600
TOM MCCARVELChair-$2,600-$2,600
Filing and Contact Details

Filer

Filer Name
Treacy Foundation
EIN
81-0270257
Phone
4064433549
Address
PO BOX 1479, HELENA, MT 59624

Signing Officer

Name
Mike Cooney
Title
Executive Director
Phone
4064433549
Signed
2024-07-18
Discuss with paid preparer
Yes

Preparer

Firm
Red Rock Accounting Solutions
Address
189 BLARNEY BLVD, BUTTE, MT 59701
Preparer
Linsay Carlson
Phone
4062019120
Raw XML AppendixShowing 400 of 1,218 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 4720
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0REQUEST FOR ABATEMENT OF FIRST-TIER TAX:
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE FOUNDATION HAD UNDISTRIBUTED INCOME OF $1,515 FOR TAX YEAR 2021 AND $32,186 FOR TAX YEAR 2022. THIS CAUSED A QUALIFIED FIRST-TIER TAX TO BE IMPOSED IN THE AMOUNT OF $10,110. UNDER INTERNAL REVENUE CODE SECTION (IRC) 4962, THE TAX WILL BE ABATED IF THE TAXABLE EVENT WAS DUE TO REASONABLE CAUSE AND NOT DUE TO WILLFUL NEGLECT, AND SUCH EVENT WAS CORRECTED WITHIN THE CORRECTION PERIOD.THE FOUNDATION HAS A HISTORY OF COMPLIANCE. THIS IS THE FIRST YEAR THE FOUNDATION WAS MADE AWARE OF ITS REQUIREMENT TO FILE FORM 4720. THERE WAS NO WILLFUL NEGLECT BY THE ORGANIZATION, AND THE FOUNDATION TOOK IMMEDIATE STEPS TO RECTIFY THE SHORTFALL ONCE IT WAS BROUGHT TO THEIR ATTENTION. ITS PREVIOUS ACCOUNTANT DID NOT FILE FORM 4720 FOR TAX YEAR 2022 NOR DID THEY NOTIFY THE FOUNDATION OF THE UNDISTRIBUTED INCOME AMOUNTS THAT WOULD BE SUBJECT TO TAX TO ALLOW THE FOUNDATION TO CORRECT THE ISSUE TIMELY. THIS CAUSED A FAILURE TO DISTRIBUTE BY THE FOUNDATION.WITH ITS NEW ACCOUNTANT, THE FOUNDATION HAS CORRECTED THE UNDISTRIBUTED INCOME ISSUE WITH QUALIFYING DISTRIBUTIONS MADE BY JULY 17, 2024, PRIOR TO FILING ITS 2023 TAX RETURN. THE FOUNDATION HAS CORRECTED THE FAILURE TO DISTRIBUTE WITHIN THE CORRECTION PERIOD. THE FOUNDATION WILL CONTINUE TO MEET ITS MINIMUM DISTRIBUTION REQUIREMENTS IN THE FUTURE.WE RESPECTFULLY REQUEST THAT THE TAXES ASSESSED ON FORM 4720 BE ABATED DUE TO THE CIRCUMSTANCES ABOVE. A FORM 843 HAS BEEN FILED.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11STIFEL #8583 LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12STIFEL #4037
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13STIFEL #0712 ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14STIFEL #0712 LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15STIFEL #5861 ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16STIFEL #5861 LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0297102
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1000474
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt015219
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt039458628
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt040459102
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt039443409
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02249481
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02249481
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02249481
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02267135
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt017654
IRS990PF/DistributableAmountGrp/TotalTaxAmt017654
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0356
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt080000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt017654
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt061990
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt061990
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt017654
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt017654
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt080000
IRS990PF/FMVAssetsEOYAmt047877986
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt048778
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt038827
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt058765
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt058765
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt05743922
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt04641681
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt04771646
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt029221684
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt029268560
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt037068865
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt026286
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0321121
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0300107
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0294835
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0359000
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt040459102
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt039443409
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt01677
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01632
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01372872
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01129476
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01129476
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt040460779
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt039493819
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt047877986
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01677
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt050410
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt040460779
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt039493819
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt040459102
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt039443409
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt03783367
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt04100502
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt04490234
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt046033195
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01358060
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt044316135
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0690498
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0359000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02267135
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt045342697
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt046033195
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0DA DAVIDSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1STIFEL NICOLAUS & COMPANY INC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2RBC CAPITAL MARKETS LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt090468
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt162149
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt260048
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT ADVISOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT ADVISOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2INVESTMENT ADVISOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt08 THIRD STREET NORTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1501 NORTH BROADWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt2PO BOX 1510
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0GREAT FALLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1ST LOUIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2MINNEAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd059401
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd1631022131
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd2554401510
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt062600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt12600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt22600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt34200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt43850
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MIKE COONEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KELLY O'CONNELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2TOM MCCARVEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3KIMMY SKIFTUN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MICHELE BAZZANELLA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CHAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE CHAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 1479
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 1479
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 1479
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 1479
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4PO BOX 1479
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HELENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HELENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2HELENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3HELENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4HELENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4MT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd059624
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd159624
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd259624
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd359624
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd459624
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt02132747
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt02132747
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02021
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY2Yr02022
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd01
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd01
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SHULL ACCOUNTING
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01322 DEER MEADOW
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HELENA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd059601
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04064433549
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0TREACYFOUNDATION.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE TREACY FOUNDATION AWARDS GRANTS TO 501(C)(3) EXEMPT ORGANIZATIONS BASED ON EACH ORGANIZATION'S NEEDS. THE FOUNDATION AWARDED GRANTS TO 64 ORGANIZATIONS IN 2023.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0THE TREACY FOUNDATION AWARDS SCHOLARSHIP GRANTS TO STARTING FRESHMAN AND SOPHMORE COLLEGE STUDENTS WHO ARE RESIDENTS OF MT AND ID, INCLUDING 101 STUDENTS IN 2023.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt01731200
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt0320000
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0GRANT INFORMATION AND APPLICATIONS ARE AVAILABLE AT TREACYFOUNDATION.ORG. ORGANIZATIONS THAT APPLY FOR GRANTS MUST QUALIFY AS AN EXEMPT ORGANIZATION UNDER I.R.C. SECTION 501(C)(3). THE ORGANIZATION SHOULD SUBMIT A LETTER OUTLINING THE NEEDS OF THE GRANT.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0TREACY FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04064433549
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1479
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0HELENA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd059624
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE TREACY FOUNDATION AWARDS SCHOLARSHIP GRANTS TO STARTING FRESHMAN AND SOPHMORE COLLEGE STUDENTS WHO ARE RESIDENTS OF MT AND ID. SCHOLARSHIPS ARE GENERALLY $3,000 PER YEAR AND ARE RENEWABLE FOR 4 YEARS PROVIDED THE STUDENT REQUESTS RENEWAL EACH YEAR. SCHOLARSHIPS ARE NOT OFFERED TO JUNIOR, SENIOR OR GRADUATE COLLEGE STUDENTS. THE GRANTS ARE PAID DIRECTLY TO THE SCHOOL TO BE APPLIED TO THE STUDENT'S ACCOUNT. SCHOLARSHIP APPLICANTS CAN OBTAIN THE APPLICATION FORM FROM TREACYFOUNDATION.ORG. APPLICATION FORMS ARE REVIEWED BY THE SCHOLARSHIP SELECTION COMMITTEE WHICH MEETS BETWEEN THE MAY 1-15. THE APPLICANT WILL BE NOTIFIED OF HIS/HER SELECTION OR NONSELECTION FOLLOWING THE REVIEW OF ALL APPLICANTS. ONCE THE STUDENT HAS BEEN SELECTED, THEY WILL RECEIVE A PREFERENCE FOR RENEWAL PROVIDED THEY WRITE THE FOUNDATION REQUESTING A RENEWAL BY THE MAY 1 DEADLINE. THE FOUNDATION IS LIMITED ON THE NUMBER OF NEW SCHOLARSHIPS GRANTED EACH YEAR.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0MAY 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt315000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt525000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt64000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt735000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,493,819
Liabilities
$50,410
Net assets
$39,443,409
Revenue
$1,579,163
Expenses
$2,579,637
Net income
-$1,000,474
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$42.0$0.00$42.0$5.30$2.73$2.57
2023Detailed filing. Detailed filing data is available for this year.$39.5$0.05$39.4$1.58$2.58$1.00
2022Detailed filing. Detailed filing data is available for this year.$40.5$0.00$40.5$5.87$2.29$3.58
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.9$0.00$36.9$2.60$2.39$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.7$0.02$36.7$2.08$2.39$0.31
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.0$0.00$37.0$2.69$2.30$0.39
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.6$0.00$36.6$2.20$2.43$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.9$0.00$36.9$5.11$2.11$2.99
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.9$0.00$33.9$2.04$2.26$0.22
2015Detailed filing. Detailed filing data is available for this year.$34.1$0.00$34.1$2.08$2.13$0.04
2014Detailed filing. Detailed filing data is available for this year.$34.2$0.00$34.2$2.36$2.11$0.25
2013Detailed filing. Detailed filing data is available for this year.$33.9$0.00$33.9$2.57$2.03$0.54
2012Detailed filing. Detailed filing data is available for this year.$33.4$0.00$33.4$1.62
2011Summary only. Only limited summary data is available for this year.$33.0$0.00$1.60$1.28$0.31
2010Detailed filing. Detailed filing data is available for this year.$33.0$0.00$33.0$0.74